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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,017 | $198,461-12.3% | $170,436+2.1% | $147,585+17.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.58% | 257.30%-248.7pp | 205.94%-197.4pp | 578.57%-570.0pp |
| Employer contribution / active EE | $28,843 | $6,184+366.4% | $5,433+430.9% | $4,876+491.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,979 | $16,852-88.3% | $13,880-85.7% | $10,885-81.8% |